49 Wealth Management’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-2,705
Closed -$485K 188
2024
Q3
$485K Sell
2,705
-110
-4% -$19.7K 0.08% 84
2024
Q2
$459K Buy
2,815
+215
+8% +$35K 0.09% 87
2024
Q1
$438K Buy
2,600
+669
+35% +$113K 0.09% 62
2023
Q4
$305K Buy
+1,931
New +$305K 0.08% 80